Is the same old thinking bringing you the same old results?

The financial services industry is changing rapidly. Today, value-added return can be achieved through new technology, personalized financial planning and processes that simplify the way we do business together.

 

Whether we deploy LifePlan 20/20® financial planning services, our Strategic AIM™ asset management process or any level of our Wealth Management Services, you can be assured that your advisor aims to have a sound understanding of your personal situation.

Do you need help assessing your progress with your retirement plan?

Are you certain that your estate planning wishes are clearly defined?

Are you concerned about having the right type, too much or too little insurance?

Retirement Planning

• Goals and Objectives
• Cash Flow Projections
• Employee Benefit Elections • Social Security Planning
• Self-Employed Strategies

Estate

Planning

• Wills, Trusts, and POA’s

• Beneficiary Coordination and Asset Titlement

• Tax Strategies
• Legacy Planning

Risk

Management

• Life Insurance
• Disability Coverage
• Long Term Care
• Property-Casualty Insurance

Charitable Planning

• Donor Advised Funds

• Charitable Trusts
• Gift Annuities

Education Funding

• 529 Plans
• Savings Analysis

• Budgeting

 

Income Tax Planning

• Tax Reduction Strategies

• Tax Loss Harvesting
• Use of Appreciated Stock

• Intra-Family Transfers

• Tax Return Preparation

 

 Learn more about LifePlan 20/20® 

 For assistance with any of these questions, contact DBR & CO’s Director of LifePlan 20/20®, Steve Kohler, to discuss a financial checkup for you and your family. 

Simple, Transparent and Low-Cost Investing

Every process needs a catalyst, and for DBR & CO – it is our Investment Committee. A diligent team of advisors deploy our sophisticated, repeatable asset management process known as Strategic AIM™. Bringing together their collective expertise, they create, manage and review five different portfolio models based on clients’ individual goals, life stage and risk tolerance.

We match these profiles with the current macroeconomic climate relative to economic growth, inflation and monetary policy – a process developed by our research partner Hedgeye Risk Management. The resulting portfolios contain an appropriate mix of low-cost securities, cash, bonds and stocks. This process is the foundation of DBR & CO’s Four Seasons allocation strategy.

Client

• Goals and Objectives

• Financial Profile

• Time Horizon

• Risk Appetite

• Values

   ◌ ESG Investing

 

 Learn more about Strategic AIM™ 

If your ability to invest has changed recently – whether it involves a sale of your business, retirement, inheritance or other life event – DBR & CO can help guide you in taking the right steps forward. To learn more about our Four Seasons allocation strategy, contact DBR & CO’s Chief Investment Officer, Mike Aroesty, CFP®

Are you set up to take advantage of tax changes for 2019?

Do you need help with saving and budget analysis for a future education expense?

Do you have a plan in place to finance your charitable giving wishes?

 
 
DOWNLOAD OUR
2Q 2019 Market Commentary

For valuable insight on today’s investing environment, download Michael Aroesty’s 2Q 2019 Market Commentary

 
Learn more about the DBR & CO approach

To learn more about the DBR & CO approach, or discuss a FREE second opinion on your current wealth building strategy, or call: 412-227-2800

Where to find us:

MID-ATLANTIC REGION

 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

-

Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

-

Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

  • White LinkedIn Icon
  • White Facebook Icon
  • White Twitter Icon
  • YouTube - White Circle

© 2020 DBR & CO  View Disclosures